Print Page | Contact Us | Sign In | Register
St. Johns Asset Management is a preferred partner of the DCMS

**SPECIAL OFFER** for DCMS Members: 10% Permanent Discounted Individual Disability Insurance Covering your Medical Specialty.

All DCMS members are eligible for the endorsed individual disability contract.

Benefits include Own Occupation with Medical Specialty Language, Enhanced Residual or Partial rider, 5K base Monthly Benefit, up to 15K Guaranteed Physical Insurability Option, 2-6% or 3% Cost of Living Adjustments, Unlimited Mental & Nervous, and Catastrophic benefits.

This program provides a permanent 10% discount for all members. Members will qualify for streamlined or fully underwritten underwriting depending on age and medical specialty. 

Residents/Fellows:
  • Student Loan Planning
  • Contract Reviews (1099 vs. W-2)
  • Savings/Budgeting
  • Malpractice & Auto Insurance
  • Home Buying Analysis
  • Disability & Life Insurance
  • Practice Start-Ups/Acquisitions 

Practicing Physicians:

  • Financial Organization
  • Asset Protection
  • Tax Managed Investment Advisory
  • Business Start-Ups
  • Debt Management
  • Employee Benefits
  • Retirement Planning
  • Defined Benefit & Contribution Plans (401K, 403B, SIMPLE IRA, Profit Sharing & Executive Bonus)
  • Estate Planning
  •  Succession Planning

 

Fill out my online form.

Services

St. Johns Asset Management provides independent, specialized wealth management solutions exclusively for doctors. As your Fiduciary and Financial Advisor, we help you navigate everchanging financial markets, build wealth and protect your financial future.

 

Solutions

At St. Johns Asset Management, we are attuned to your unique goals and tailor our advice to encompass the existing variables in your financial life. By coordinating the various relationships and decisions impacting your financial life, we can assist in developing a goal-oriented plan that is designed to grow wealth and reduce risk.

 

Independence

As an independent financial planning firm, we have no conflicts of interest.  This allows us to represent all major financial institutions so we can provide advice and make recommendations in the best interests of our clients.  

     

Securites offered  J.W. Cole Financial Inc.(JWC) Member FINRA/SPIC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). St. Johns Asset Management, LLC and JWC are unaffiliated entities.

Want More Information?

Please contact Zach Cohen at Zach@stjohnsasset.com.